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Aaron Kassler, Vice President, CIMA CPFA CRPC

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    Profile Info
    Business Name:Merrill Lynch Wealth Management Business Category:Financial Advisor & Planner Church Affiliation:First Baptist Church Orlando Member Name :Aaron Kassler, Vice President, CIMA CPFA CRPC Country:United States
    Contact Info
    Website:https://fa.ml.com/aaronkassler LinkedIn:
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  • About / Bio

    Aaron Kassler is Vice President, Senior Financial Advisor, and Senior Portfolio Advisor at Merrill Lynch at the Central Florida Downtown Orlando Office.  Before his career at Merrill Lynch, Aaron was a full-time career Pastor, serving churches throughout the country.  Aaron lives in Orlando, Florida with his wife Rebecca and their growing boys and girl.  In his free time, Aaron enjoys spending time with his wife and children, leadership, weightlifting, coffee with friends, writing songs, the beach, reading, and playing tennis & golf.  Aaron and his Father in Law "Judd Peterson" started their wealth management team at Merrill for over 25 years ago.   

    Experience:
    -High Net Worth Management
    -Private Equity
    -Portfolio Downside Risk management
    -Portfolio Income generation
    -Professional Athletes
    -Cash Optimization
    -Trust / Estate Planning Services
    -Residential Home Lending Services through Bank of America, N.A.
    -NMLS: 979083
    -Business Banking
    -Retirement Planning
    -Insurance strategies


    Aaron Kassler is a registered Senior Financial Advisor, and Senior Portfolio Adviser.  A Senior Portfolio Advisor can help clients pursue their objectives by managing on a discretionary basis custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies.
    Aaron completed the University of Pennsylvania's "Wharton" Business School's Executive Education program, for advanced Investment Consulting education.

    Aaron Kassler is a Certified Investment Management Analyst®, CIMA® designee, through the Investments & Wealth Institute™.  Aaron is also a Certified Plan Fiduciary Adviser designee, through the National Association of Plan Advisers.  Additionally, he received the Chartered Retirement Planning Counselor℠, CRPC®, national designation from the College for Financial Planning.

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